Steve Barth, CFA, currently serves as the Executive Director of UBS HOLT Sales, where they assist institutional investors in making informed decisions. Previously, they held positions at CFRA Research as a US Wealth Sales & Account Management professional and at Bank of America as a Global Risk Management Analyst. They have also interned at Rich Products Corporation and Credit Suisse. Steve has extensive experience in investment consulting, operational risk management, and investment research platforms, demonstrating a strong commitment to the financial services industry.
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